Compare · 4 funds side by side · dividends reinvested

FDLS, VUG, IWF and DFAC

FDLSInspire×VUGVanguard×IWFiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,689DFAC · best of the four

02 / 04

FDLS, VUG, IWF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.0%+18.2%+19.1%[…]−10.8%17.4%$243M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FDLS 2022 · VUG 2004 · IWF 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,699

IWF

FDLS

Inspire Fidelis Multi Factor ETF · $243M[…]

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IWFMeasureFDLS

−3.4%Year to dateJan 1 → Nov 10+14.0%

−2.9%1 yearTotal return+18.2%

+19.1%3 years · per year$10,000 became $16,897 · $16,889+19.1%

+9.4%5 years · per year$10,000 became $15,699 · […][…]

0.18%Expense ratio$18 · $66 a year on $10k · lower is better0.66%

0.38%Trailing 12-mo yield$38 · $87 a year on $10k0.87%

−14.6%Worst dropSmaller is better−10.8%

19.5%VolatilityLower is calmer17.4%

IWFFDLS Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FDLS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs FDLS: Top 5 Holdings

Today

IWF

38.7%in top 5

FDLS

in top 56.8%

IWFStockFDLS

13.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.4%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5TLS1.8%

not top 5FLYW1.3%

not top 5VCTR1.3%

not top 5ACIW1.2%

not top 5CON1.2%

Held in common2.0%

End-of-day Nov 10, 2026 · share of each fund

IWF vs FDLS Returns, Every Period

iSharesIWF

−2.9%

past year

FDLSInspire

+18.2%

past year

IWFFDLSFaded: behind in that period

0–2FDLS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWF vs DFAC

YTD

iSharesIWF

−3.4%

DFACDimensional

+13.7%

−3.4%Year to date+13.7%

−14.6%Worst drop · 1Y−8.5%

19.5%Volatility · 1Y13.0%

0.4%Yield0.9%

$118BAssets$87.7B

4–0DFAC wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, VUG, IWF, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

FDLS0.66%$66

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: FDLS, VUG, IWF, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

FDLS0.87%$87

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDLS, VUG, IWF, DFAC

Today

78.6%most shared, VUG and IWF

FDLSVUGIWFDFAC

FDLS—1.9%2.0%3.7%

VUG1.9%—78.6%35.8%

IWF2.0%78.6%—40.4%

DFAC3.7%35.8%40.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.2%FDLS, at 17.4% volatility

DFACWorst drop−8.5%13.0% vol

FDLSWorst drop−10.8%17.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFACFDLS

+13.7%Year to date+14.0%

0.9%Yield0.9%

+16.9%Past year+18.2%

0.21%Fee0.66%

2–1FDLS wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026